Loading

Bind ERP + Microsoft Dynamics 365 CRM

Create prospects in Bind ERP from new contacts in Microsoft Dynamics 365 CRM

Easily streamline your CRM and ERP processes with this efficient workflow. When a new contact is added to Microsoft Dynamics 365 CRM, this automation will create a prospect in Bind ERP, saving you time and ensuring that your sales and accounting teams are working with the most up-to-date information. Stay organized and focused on what matters most - building strong relationships with your clients and growing your business.

Easily streamline your CRM and ERP processes with this efficient workflow. When a new contact is added to Microsoft Dynamics 365 CRM, this automation will create a prospect in Bind ERP, saving you time and ensuring that your sales and accounting teams are working with the most up-to-date information. Stay organized and focused on what matters most - building strong relationships with your clients and growing your business.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Contact

    Triggers when a new contact is created.

    TriggerScheduled
  2. automatically do this!
    Bind ERPBind ERP
    Create Prospect

    Creates a new prospect.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
bind-erp logo
bind-erp logo

About Bind ERP

Bind ERP is a management system that allows SMBs to take control of their business in an easy, accessible manner.

Related categories

  • Accounting
microsoft-dynamics-crm logo
microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreHelp

Similar apps

Pipedrive integrationsPipedrive integrations

Pipedrive

CRM (Customer Relationship Management)
Insightly integrationsInsightly integrations

Insightly

CRM (Customer Relationship Management)
Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier